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Invesco S&P 500 Momentum ETF

474 hedge funds and large institutions have $5.93B invested in Invesco S&P 500 Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 240 increasing their positions, 92 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

557% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $1.55M

272% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 32

161% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 92

75% more capital invested

Capital invested by funds: $3.4B → $5.93B (+$2.54B)

73% more funds holding in top 10

Funds holding in top 10: 2645 (+19)

22% more funds holding

Funds holding: 389474 (+85)

0.96% more ownership

Funds ownership: 62.93%63.89% (+0.96%)

Holders
474
Holders Change
+85
Holders Change %
+21.85%
% of All Funds
6.24%
Holding in Top 10
45
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+73.08%
% of All Funds
0.59%
New
119
Increased
240
Reduced
92
Closed
32
Calls
$10.2M
Puts
$1.55M
Net Calls
+$8.64M
Net Calls Change
+$7.91M
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
151
Financial Advocates Investment Management
Washington
$3.93M +$49.2K +493 +1%
PFA
152
Peak Financial Advisors
Colorado
$3.84M +$3.4M +34,106 New
SOS
153
Silver Oak Securities
Tennessee
$3.73M +$2.76M +27,666 +504%
AC
154
AIFG Consultants
New York
$3.65M -$126K -1,264 -4%
MFG
155
Merit Financial Group
Georgia
$3.63M +$281K +2,814 +10%
GSWM
156
Golden State Wealth Management
California
$3.58M +$3.17M +31,786 +63,572%
BCMIO
157
Beacon Capital Management Inc (Ohio)
Ohio
$3.54M -$32.2K -323 -1%
WAP
158
Wealthcare Advisory Partners
Pennsylvania
$3.52M +$3.13M +31,304 New
WPW
159
Watershed Private Wealth
Illinois
$3.52M -$123K -1,229 -4%
FFN
160
Focus Financial Network
Minnesota
$3.31M +$164K +1,645 +6%
MWM
161
McNaughton Wealth Management
California
$3.3M +$8.09K +81 +0.3%
KIM
162
Kane Investment Management
California
$3.28M -$326K -3,266 -10%
FHC
163
First Heartland Consultants
Missouri
$3.28M +$2.03M +20,357 +231%
ACM
164
Advance Capital Management
Michigan
$3.24M +$406K +4,063 +16%
TWM
165
TSA Wealth Management
Texas
$3.24M -$54.1K -542 -2%
VPP
166
Vertex Planning Partners
Illinois
$3.21M +$65.4K +655 +2%
AssetMark Inc
167
AssetMark Inc
California
$3.19M +$142K +1,425 +5%
MW
168
Maia Wealth
Colorado
$3.16M +$53.8K +539 +2%
KWA
169
Kingswood Wealth Advisors
California
$3.1M +$1.31M +13,151 +91%
BPA
170
Beacon Pointe Advisors
California
$3.08M -$12K -120 -0.4%
SWP
171
Sagespring Wealth Partners
Tennessee
$3.06M +$2.72M +27,220 New
AF
172
Allworth Financial
California
$3.04M -$89.5K -897 -3%
KFS
173
Kelly Financial Services
Massachusetts
$3M +$912K +9,138 +52%
CAM
174
Cobblestone Asset Management
Virginia
$2.99M -$305K -3,054 -10%
AA
175
ArborFi Advisors
Michigan
$2.98M +$650K +6,512 +33%

SPMO Hedge Fund Activity: Q2 2025 in Review

474 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q2 2025, worth a combined $5.93B — up 75% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new SPMO positions and 32 closed out — a net gain of 87 holders — while 240 added to existing stakes and 92 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $215M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $41.5M.

  • 474 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q2 2025, up from 389 in Q1 2025.
  • Funds reported $5.93B of Invesco S&P 500 Momentum ETF stock for Q2 2025, up 75% quarter-over-quarter.
  • 119 funds opened new Invesco S&P 500 Momentum ETF positions in Q2 2025 and 32 closed out, a net change of +87 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $215M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q2 2025 was BNP Paribas Financial Markets, an estimated $41.5M sold.

Based on aggregated 13F filings for Q2 2025.